Tax Preparation Generic Organizer 2021


Cain, Bourret, Jarry & Associates LLC's tax software is able to generate client-specific organizers for clients who desire a more comprehensive list (vs our one-page Tax Preparation Checklist) for tax appointment preparation. If you are a new client to us, we would not be able to generate an organizer specific to your situation until your information is in our system. In the meantime, feel free to use the following generic organizer. It is a fillable PDF form that can be typed online and then printed to include with your tax documents.

Tax Preparation Generic Organizer